Anatomy of the Contact Detail Page

The Contact detail page has a lot of useful information. This article details the options available to you when managing your Contacts. 

Contents

Contact Detail Page Options
Contact Detail Page Tabs
    Dashboard
    Communications
    Notes
    Documents
    Bills
    Transactions
    Clio Connect

Contact Detail Page Options

  • Quick Bill: Click Quick Bill to instantly create a bill for this client.
  • Trust Request: Click Trust Request to instantly create a Trust Request bill for this client.
  • Edit: Click Edit to make any changes to the contact information.

Contact Detail Page Tabs

Dashboard

The dashboard tab contains top-level information on the contact, including:

  • Contact information
  • Billing information
  • Custom fields
  • Matters
  • Associated Matters (where the contact is a related contact on that Matter)  

Communications

Communications allow you to attach emails, create phone logs and send internal/external secure messages and link them to contacts and to matters.

Notes

The notes tab within the contact view enables you to browse, create and modify notes in the context of the current contact. Notes can serve as a flexible information storage medium, and may serve different purposes in different practices.

Documents

You can view and manage documents associated with the Contact here.

Bills

The Bills tab contains all Bills across all of the client's Matters.

Transactions

You can manage your Trust and Operating accounts within Clio.  The transactions tab will show you how much you are holding in the various ledgers on behalf of this Contact. 

For more information on creating accounts in Clio, click here.  For information on depositing retainers/deposits, click here.

Clio Connect

You can click here to view all the documents, bills, tasks, calendar events, and messages you have shared with the contact.  For more information on Clio Connect, click here

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